Principal, Private Market Valuation
Core
Senior valuation expert leading complex engagements for institutional clients on illiquid private market investments (private equity, debt, derivatives) and ensuring audit defense.
Role type
Principal, Private Market Valuation (Senior IC with mentorship)
Builds
Valuation reports, financial models, and audit defense documentation for institutional investors.
Domain
Financial Services / Private Markets / Valuation
Deliverable
client delivery
Required skills
Valuation methodologies (DCF, guideline public company, precedent transaction, OPM), ASC 820/IFRS 13 frameworks, complex financial modeling, client relationship management, audit defense, team leadership, project management
Preferred skills
CFA charter or accounting qualification, mentoring junior analysts, AI/ML tool application, sector-specific knowledge (Biotech, Healthcare, Software)
Technologies
Microsoft Excel, AI-enabled analytical tools, machine-learning capabilities
Responsibilities
Lead and perform valuations of illiquid investments; review work of analysts/associates; communicate conclusions to clients and auditors; mentor junior professionals; enhance valuation models and processes; manage complex engagements from intake to delivery.
Seniority
Principal, hands-on IC with mentorship
